202311 Apr

Using CRM and Accounting Software to Improve Sales and Finance Collaboration


Often, it is used by sales and marketing teams to manage customer accounts, including communication, orders, and problem-solving. It isn’t that finance is reluctant to spend money per se, but they want to know how well the campaign will perform if they provide a budget. Using shared metrics provides finance with quantifiable results to support decisions, while sales can use them to benchmark future campaigns. You can gain valuable insights into your customers, revenues, and finances with an integrated CRM and ERP system. By implementing the right system, finance and accounting collaboration becomes not only easier but part of the culture of the company as well.

Source: Asifocus